Business Details
Trusted Cannabis Accounting & Tax Services in Mishawaka, IN
Kerezman CPA is a dedicated financial partner for cannabis industry businesses, providing tailored accounting solutions and strategic tax planning. Our expertise ensures compliance with complex federal and state regulations while implementing best practices for cash management, seed-to-sale system reconciliation, and operational efficiency. We specialize in minimizing tax exposure through ethical strategies, including Section 280E compliance and cost allocation optimization.With experience serving marijuana growers, dispensaries, and CBD retailers, we offer scalable services such as payroll processing, outsourced CFO support, and new business startup guidance. Our mission is to cultivate long-term relationships by delivering audit-ready financials, inventory management solutions, and personalized advice to help clients make data-driven decisions and maximize profitability.
Services
Cannabis Accounting
Tax Planning
Payroll Services
CFO Services
New Business Startups
Tax Problem Resolution
Seed-to-Sale Reconciliation
Inventory Management
Audit Representation
QuickBooks Support
Highlights and features
- We offer specialized cannabis accounting expertise with Section 280E compliance knowledge
- Our team provides tailored tax strategies to legally minimize liabilities
- We deliver audit-ready financials and inventory management solutions
- Our services scale from startup guidance to outsourced CFO support
- We combine technical expertise with personalized, long-term client relationships
Services
Cannabis Accounting
Specialized accounting services for cannabis businesses address complex tax regulations and operational challenges. We implement best practices for cash handling, seed-to-sale system reconciliation, and inventory management. Our solutions help marijuana growers, dispensaries, and CBD retailers maintain compliance while optimizing deductions through GAAP cost accounting and monthly financial reconciliations.
Tax Planning
Strategic tax planning services focus on minimizing liabilities within federal and state cannabis regulations. We specialize in Section 280E compliance, expense allocation optimization, and sales tax management. Our expertise helps clients maximize allowable deductions while maintaining audit-ready financial records through comprehensive tax code analysis and strategic business planning.
Payroll Services
Full-service payroll processing tailored to cannabis industry requirements. We handle federal and state tax filings, W-2/W-3 preparation, and 1099 processing while ensuring compliance with evolving regulations. Our scalable solutions support businesses from initial hires to full staff operations, including direct deposit processing and customized payroll reporting for marijuana growers and retailers.
CFO Services
Outsourced CFO services provide strategic financial guidance for cannabis businesses. We develop accounting policies, establish internal controls, and create investor-ready financials. Our support includes budgeting, forecasting, and due diligence assistance while helping clients implement tax-efficient business structures and secure capital through bank relationship management.
New Business Startups
Comprehensive startup support for new cannabis businesses covers entity selection, accounting software setup, and POS system implementation. We provide strategic tax planning for new ventures, including cost allocation strategies and federal/state compliance frameworks. Our services help marijuana entrepreneurs establish legal business structures and implement cash management best practices from inception.
People
Terri Kerezman
CPA & Cannabis Tax Specialist
Terri Kerezman is a certified public accountant specializing in cannabis industry tax solutions. With expertise in Section 280E compliance and cannabis tax court cases, she helps businesses reduce liabilities and resolve tax problems. Terri provides audit representation and strategic financial guidance while maintaining a client-focused approach to cannabis accounting challenges.
Questions
What cannabis-specific accounting services do you offer?
We provide cannabis accounting, tax planning, payroll processing, outsourced CFO services, and new business startup support tailored to marijuana growers, dispensaries, and CBD retailers.
How do you handle Section 280E tax compliance?
Our team specializes in Section 280E compliance, helping cannabis businesses allocate expenses properly, maximize allowable deductions, and maintain audit-ready records for federal tax filings.
Can you assist with seed-to-sale tracking systems?
Yes, we implement and reconcile seed-to-sale tracking systems, ensuring accurate inventory management and compliance with state cannabis regulations for cultivation through retail operations.
Do you offer payroll services for cannabis businesses?
We provide specialized payroll processing for cannabis companies, including tax filings, direct deposits, and compliance with federal/state regulations for growers, dispensaries, and retailers.
What startup accounting services do you provide?
For new cannabis businesses, we offer entity selection, accounting software setup, POS implementation, and strategic tax planning to establish compliant financial foundations for marijuana operations.
How can you help with cannabis tax audits?
We provide audit representation and prepare documentation to defend tax practices, ensuring proper expense allocation and compliance with cannabis-specific tax regulations during IRS or state audits.
